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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 55 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PK PARK HOTELS & RESORTS INC Real Estate 172,016.0 $1.8M 0.01% +23K +15.1% $10.54 +8.0%
1082 POWL POWELL INDS INC Industrials 3,349.0 $1.8M 0.01% +480.0 +16.7% $541.09 -49.9%
1083 PODD INSULET CORP Healthcare 8,602.0 $1.8M 0.01% +729.0 +9.3% $209.83 -25.4%
1084 AVEM AMERICAN CENTY ETF TR 22,397.0 $1.8M 0.01% $80.58 +15.5%
1085 GPC GENUINE PARTS CO Consumer Cyclical 16,935.0 $1.8M 0.01% +3K +20.5% $105.81 -7.7%
1086 CUBE CUBESMART Real Estate 48,851.0 $1.8M 0.01% -770.0 -1.6% $36.65 +9.4%
1087 ICSH ISHARES TR 35,281.0 $1.8M 0.01% -28K -44.0% $50.62 -0.1%
1088 KVUE KENVUE INC Consumer Defensive 103,481.0 $1.8M 0.01% +19K +21.9% $17.24 +1.3%
1089 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 32,535.0 $1.8M 0.01% $54.75 +10.6%
1090 HLNE HAMILTON LANE INC Financial Services 17,917.0 $1.8M 0.01% -2K -8.2% $99.40 -10.9%
1091 MBB ISHARES TR 18,729.0 $1.8M 0.01% +1K +8.6% $94.95 -1.1%
1092 EVRG EVERGY INC Utilities 21,682.0 $1.8M 0.01% +283.0 +1.3% $81.92 +2.1%
1093 ALLE ALLEGION PLC Industrials 12,171.0 $1.8M 0.01% -2K -13.2% $145.29 -10.0%
1094 VMI VALMONT INDS INC Industrials 4,420.0 $1.8M 0.01% -1K -20.4% $399.83 +25.9%
1095 STEP STEPSTONE GROUP INC Financial Services 36,941.0 $1.8M 0.01% -12K -24.3% $47.72 +9.0%
1096 SU SUNCOR ENERGY INC NEW Energy 26,576.0 $1.8M 0.01% +716.0 +2.8% $66.11 +2.6%
1097 MOOG INC 5,996.0 $1.8M 0.01% +1K +33.1% $292.64
1098 ARCB ARCBEST CORP Industrials 17,839.0 $1.8M 0.01% -509.0 -2.8% $98.36 +26.5%
1099 PCG PG&E CORP Utilities 99,732.0 $1.8M 0.01% +8K +8.7% $17.58 -6.5%
1100 BDC BELDEN INC Technology 15,262.0 $1.8M 0.01% -721.0 -4.5% $114.83 -8.7%
Page 55 of 112  ·  2,222 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%